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CFP: Certified Financial Planner
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Avg score: 70% Most missed: “Savings Ratio”
CFP: Certified Financial Planner
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25 Questions

1. financial planning pyramid

2. Net Investment Income

3. Real Return (inflation adjusted); NR = Nominal Return; CCL = Change in Cost of Living (inflation rate)

4. ROE (Return On Equity)

5. Net After Tax Profit Margin

6. The retention ratio

7. Types of Leading Responses

8. PEG ratio

9. Arithmetic Mean Return; T = Terminal period; good for comparing different investments

10. After-tax Yield

11. aka Net Income

12. Asset Turnover Ratio

13. Debt Service Ratio

14. Equivalent Tax Deduction

15. CFP Ethical principles

16. P/E ratio

17. Cash Ratio

18. Net Cash Flow

19. Types of Understanding Responses Associated With Active Listening

20. Present value of a Bond

21. Assets to Equity ratio

22. Social Styles

23. Sustainable Growth Rate

24. The payout ratio

25. Book Value (of company stock)